Purchases and Sales Made in Q4 2022 in Vanguard Bd Index Fd Inc Short (BSV)
This table provides information about the institutional ownership of Vanguard Bd Index Fd Inc Short (BSV) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD BD INDEX FD INC SHORT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-2.4K- 8.02% |
$178K - $182K
|
27.5K
$2.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.4K- 9.67% |
$178K - $182K
|
22.5K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.45K- 1.6% |
$181K - $186K
|
151K
$11.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.48K- 15.28% |
$184K - $188K
|
13.8K
$1.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2.49K- 11.53% |
$185K - $189K
|
19.1K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.51K- 38.22% |
$186K - $190K
|
4.06K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-2.51K- 40.53% |
$186K - $191K
|
3.69K
$285K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2.53K- 6.91% |
$188K - $192K
|
34.2K
$2.64M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-2.61K- 34.69% |
$193K - $198K
|
4.91K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.7K- 36.28% |
$200K - $205K
|
4.74K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.73K- 42.42% |
$202K - $207K
|
3.7K
$286K
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.74K- 2.46% |
$203K - $208K
|
109K
$8.4M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.77K- 16.95% |
$205K - $210K
|
13.6K
$1.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 5.06% |
$206K - $211K
|
52.2K
$4.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.81K- 9.52% |
$208K - $213K
|
26.7K
$2.07M
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-2.82K- 30.77% |
$209K - $214K
|
6.35K
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-2.85K- 5.08% |
$211K - $216K
|
53.1K
$4.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.86K- 50.58% |
$212K - $217K
|
2.79K
$216K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.9K- 11.45% |
$215K - $220K
|
22.4K
$1.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.91K- 1.1% |
$215K - $221K
|
261K
$20.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.95K- 86.12% |
$218K - $224K
|
475
$36.7K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.96KClosed |
$219K - $224K
|
0
$0
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3.01K- 1.47% |
$223K - $228K
|
201K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-3.07K- 9.27% |
$227K - $233K
|
30K
$2.32M
|
|
|
Jan 05, 2023
Q4 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-3.08K- 5.51% |
$228K - $234K
|
52.9K
$4.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.09K- 52.37% |
$229K - $234K
|
2.81K
$217K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.12K- 3.07% |
$231K - $237K
|
98.8K
$7.64M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.12K- 3.07% |
$231K - $237K
|
98.8K
$7.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.13K- 10.57% |
$232K - $237K
|
26.5K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.13K- 20.14% |
$232K - $238K
|
12.4K
$960K
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.13K- 12.12% |
$232K - $238K
|
22.7K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.13K- 47.24% |
$232K - $238K
|
3.5K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.15K- 2.28% |
$233K - $239K
|
135K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.23K- 6.34% |
$239K - $245K
|
47.8K
$3.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-3.27K- 43.83% |
$243K - $248K
|
4.2K
$324K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.32K- 47.13% |
$246K - $252K
|
3.73K
$288K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.32K- 70.99% |
$246K - $252K
|
1.36K
$105K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-3.49K- 11.59% |
$258K - $264K
|
26.6K
$2.06M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.6K- 37.19% |
$267K - $273K
|
6.09K
$471K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.61K- 3.08% |
$267K - $274K
|
114K
$8.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.62K- 34.13% |
$268K - $275K
|
6.99K
$540K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.64K- 16.52% |
$269K - $276K
|
18.4K
$1.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.71K- 7.68% |
$275K - $282K
|
44.7K
$3.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.71K- 34.71% |
$275K - $282K
|
6.98K
$540K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.74K- 19.08% |
$277K - $284K
|
15.9K
$1.23M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-3.8K- 48.72% |
$281K - $288K
|
4K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.8K- 4.05% |
$282K - $288K
|
90.1K
$6.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.89K- 3.39% |
$288K - $295K
|
111K
$8.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.9K- 5.1% |
$289K - $296K
|
72.5K
$5.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.99K- 10.6% |
$295K - $303K
|
33.6K
$2.6M
|